Sometimes having an unbiased perspective on your situation can help you gain clarity and feel confident on where you’re headed. No, we aren’t marriage counsellors! Think of us as your panel of advisors who have experience with hundreds of clients going through the same scenarios.
We’ve seen the most common mistakes being made, and we’ve assisted clients to make the correct decisions and helped them achieve their goals much sooner.
The meeting starts off with us getting to know you and your family, your work, sporting and social connections. We discover what makes you tic, the lifestyle you want to lead, and where you see yourself in 5 or 10 years.
We then look at your current property or portfolio, and assess how it meets your current and future needs, or the performance of the assets and how well they will perform.
We’ll then offer some free advice on how to proceed. It might be that you sit tight and do some small renovations to see you through the next few years. It might be that you sell your home and rent in the desired location so you get to know the area and feel comfortable first. It might be that you need to liquidate some of your portfolio or interchange with some better performing assets.
No matter what it is, we’ll get you back on the right track. Make an appointment today!